Badges

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This feature may not be available in your version of Console depending on configuration.

A badge is a sign that a member has accomplished something in your loyalty program. Badges can be tailored to specific actions, behaviors, or achievements you want to encourage or reward. Earning a badge demonstrates a member's loyalty to the brand through their behaviors, and can be displayed alongside their account information.

There is no system limit on the number of badges a member may hold, but a practical limit is recommended. Badges should be earned to signify meaningful achievement.

Options for creating and managing badges include:

• Examples of badges
• Navigating to badges
• Searching for an existing badge
• Filtering badges
• Viewing or editing badges
• Creating a badge
• Duplicating or deleting a badge
• Exporting badge views

Examples of Badges

The following are ten examples of badges you can create for a B2C business:

1. Welcome Badge: Awarded for registering as a new member of the loyalty program.
2. Early Bird Badge: Given to members who make a purchase within the first month of a product launch.
3. Birthday Club Badge: Awarded to members who make a purchase on their birthday.
4. Anniversary Badge: Given annually to members on the anniversary of their joining the loyalty program.
5. High Flyer Badge: For members who reach the top tier of your loyalty program.
6. Social Butterfly Badge: Awarded for sharing products or promotions on social media.
7. Feedback Hero Badge: Given to members who provide valuable feedback through surveys or reviews.
8. Marathon Shopper Badge: For members who make purchases over a certain amount within a specific timeframe.
9. Eco Warrior Badge: Awarded to members who purchase eco-friendly or sustainable products.
10. Loyalty Legend Badge: For members who have been part of the program for over five years.

Each badge can encompass specific criteria related to purchase behaviors, member engagement, or special occasions. Through the badge management section, you can configure the requirements, scheduling, and targeting for each badge to align with your loyalty program's goals.

Navigate to Badges

To open the Badges landing page (if selecting a business unit isn't required):

Select Promotions > Badges.

In some cases, badges may be specific to a particular business unit (such as a division or subsidiary) of a larger business entity. If so, you must first select the business unit to access the correct badges. Business units aren't shown if your company doesn't use them.

To select a business unit:

Select Promotions > Badges > Business Unit, where Business Unit is replaced by the name of the relevant subsidiary or division.

In either case, the Badges landing page opens. This page includes controls that allow you to:

• View a list of all available badges (shown across multiple pages if needed).
• Search for an existing badge by badge ID or badge name, or clear a search to view all badges again.
• Filter the badges in the list by clicking the Filter button and selecting filtering options.
• Carry out actions for a specific badge using the Actions dropdown: Duplicate, Edit, Delete, or Enable/Disable.
• Export a list of settings for all badges on the current page in CSV format by clicking Export View.
• Create a badge by clicking +Badge and filling in the form.
• Navigate to additional pages or select a different number of badges to show per page using the controls at the bottom of the page.

Search for an Existing Badge

To find an existing badge, scroll through the listed badges or use the search function on the Badges page to search by badge ID or badge name.

To search for an existing badge:

1. Select Badge ID or Badge Name to specify the search type.
2. Enter the relevant information in the search field.
3. Click Search. All existing badges matching the search are displayed as a list. If there are no matches, a message reads: "There are no search results that match your criteria."
4. To clear the current search term, click Clear Search. The page displays all badges again.

Filter Badges

The filter lets you view only the badges that match the criteria you select. You can use one filter or several to define which badges you want to see.

To filter the badges in the list:

1. Click the Filter button.

2. Select values for one or more of the following filters:

   • Market Status: The filter is always set to Equal To. The value may be set to: Live (currently active), Expired (past the end date), Future (before the start date), Disabled (set to non-active), or Inactive (never activated).
   • Start Date: Set the filter to Greater Than, In Between, or Less Than, then set a date using the calendar button. If you select In Between, you must select a second date as the end of the range.
   • End Date: Set the filter to Greater Than, In Between, or Less Than, then set a date using the calendar button. If you select In Between, you must select a second date as the end of the range.
   • Miscellaneous Identifier: Select an identifier for the type of badge you are searching for: None (all identifiers apply), General Spend Badges (for specified spending without specifying product categories), Category Spend Badges (spending on one or more specific product categories), Behavioral Badges (for specific behaviors or activities), or a custom identifier.

3. Click Filter Results. Badges matching your criteria are shown in the list.

4. To clear the filters, click Reset Filters.

View or Edit Badges

When you arrive on the Badges page, all existing badges are listed (across additional pages if needed). You can scan the badges and open an existing one to view or edit its settings. Not all fields can be edited — only those that aren't greyed out.

To view existing badges:

1. Scroll down the badges list. Use the page numbers or Previous/Next controls at the bottom of the page to view additional pages.
2. To show more or fewer badges on the page, select a different setting in the Show list.
3. Select View from the Actions dropdown for that badge. If the badge is expired, you can view it but not edit it.

To open a badge for viewing or editing:

1. Find the badge you want in the list.
2. Click the badge ID or badge name, or select View from the Actions dropdown. The badge details open on the page.

To edit a badge:

1. Click the badge ID or badge name to open it. Unless the badge is in inactive draft mode, some fields (such as the date fields) are greyed out and can't be edited.
2. Make any required changes to the editable fields.
3. Click Save and Publish. The badge is saved with the changes.

Create a Badge

Using the Console, you can create a wide range of badges with different features.

To create a badge, click +Badge on the Badges page. The badge builder opens.

Internal Identifiers Section

The first section is Internal Identifiers, which includes the business unit, badge ID, and badge name. The business unit is filled in automatically and can't be edited. Note: The business unit field doesn't appear if your company doesn't use this feature.

To complete the Internal Identifiers section:

1. Enter the badge ID. The badge ID must use 3 to 128 alphanumeric characters and underscores only.
2. Enter the badge name. The badge name must use 3 to 128 alphanumeric characters, allowed symbols (.@+-$&'), French letters, and spaces.

Scheduling Section

The Scheduling section is where you set when the badge will be available.

To set up scheduling:

1. Click the calendar button to select a start date and time for the badge, then click OK.
2. Click the calendar button to select an end date and time (or select Badge does not expire if you don't want it to expire), then click OK.
3. If the time zone is selectable, choose the appropriate time zone. Note that this isn't selectable in some configurations.

Copy and Creative Section

The Copy and Creative section is where you enter the text, images, and content for the badge.

To fill in the Copy and Creative section:

1. Enter the Badge Headline. This should be a short, attention-grabbing headline of 3 to 44 characters.
2. Optionally, enter Short Description 1 and Short Description 2 to provide additional information about the badge.
3. To provide a detailed description, enter the Long Description.
4. In the next four fields, enter the URLs for the various image versions associated with this badge. All URLs must be properly formatted — these fields are validated for formatting. Note: If URL whitelist validation is enabled for your Console, only images from approved URLs can be used — otherwise, validation errors appear and you won't be able to save drafts or publish the badge. Contact your Program Manager or Technology Solutions Architect (TSA) for more information.
5. Once you've completed the required fields, click +Language if you want to add another language configured in your version of ES Loyalty™. Fill in the same fields for that language.

Details Section

Required Behavior subsection

The Required Behavior subsection lets you set what a member must do to earn the badge, any product limitations, whether global exclusions apply, and whether a partner payment card is required.

To select settings for Purchase X quantity or Purchase $ amount:

1. Select what the member needs to do to earn the badge: Purchase X quantity or Purchase $ amount (additional options are described below).

2. Select whether the behavior must be completed in a Single Transaction or Multiple Transactions. If multiple transactions, select whether the target must be achieved Per Transaction or is Cumulative across all transactions.

3. Enter the number of items to be purchased or the dollar amount to be spent.

4. Set whether there is No Minimum number of transactions required or whether the member must meet a Set Minimum. For example, use the latter if you want the member to earn the badge across two or more separate transactions.

5. Set whether the badge is awarded for purchase of All Products or only Specific Products. For details on using the query function for specific products, see To set up a query below.

6. Select whether to apply Global Exclusions (Yes to apply them). These are a standard list of products excluded from earning the badge — depending on your jurisdiction, this may include tobacco products, alcohol, lottery tickets, and prescriptions. These items should also be mentioned in your terms and conditions if applicable.

7. Select whether members must use a partner payment card to fulfil the behavior. If selected, the option to choose a specific partner appears. If there is only one partner, their name and a checkbox are shown; if there are multiple, a dropdown list appears. Only partners relevant to the current business unit are shown. If selected, the member must use the specified partner payment card to complete the offer.

   With one partner payment card:

With multiple partner payment cards:

To select settings for Redeem:

1. Select Redeem to indicate that the member must redeem points to earn the badge.
2. Choose the minimum amount that must be redeemed from the dropdown list of discrete redemption values.
3. Choose All Products or Specific Products. If you choose Specific Products, see To set up a query below.
4. Select whether to apply Global Exclusions — a standard list of products excluded from earning the badge, which may include tobacco products, alcohol, lottery tickets, and prescriptions depending on your jurisdiction and company policies.

To select settings for Perform Activity:

1. Select Perform Activity to indicate that the member must carry out a specific action to earn the badge.
2. Select the activity the member needs to perform. Depending on your implementation, a variety of system-defined and business-defined activities are available. Examples of system-defined activities include using a partner payment card, logging in for the first time, registering as a member, or completing a member profile. Examples of business-defined activities include completing a survey, writing a product or service review, completing a poll, or downloading an app.

Set up a query

1. Select the setting that requires a query. In the Required Behavior section, this is the Specific Products setting. In the Targeting subsection, this is the Logic setting (if Specific Audience is selected) or the Specific Locations setting.
2. To view the JSON produced by your query settings, select Enable query preview. The JSON updates dynamically and is useful for tracking conditions and relationships in complex queries.
3. If using multiple query conditions, select AND or OR to define the relationship between them. For example, select AND if you want the brand to be in ACE and the department to be in COS. Select OR if you want the brand to be in ACE or in BENS. OR is the default setting.
4. Click Add condition to build your query by selecting categories, operators, and values.
5. Click Add group to add conditions with a different AND/OR relationship. Select AND or OR and continue adding query terms.
6. Click Delete to remove any conditions or groups you no longer need.

When you click Save Draft or Save and Publish, the query is saved as configured.

Targeting subsection

Targeting lets you refine which members you want to reach with the badge.

To set badge targeting:

1. Under Who is eligible for this offer?, select Everyone (the default — all members in the loyalty program) or Specific Audience (if available).

2. If you select Specific Audience, choose whether targeted members will be defined by Logic (a query you set up) or a List (a CSV file of members you upload). If you choose Logic:

   • See To set up a query above for instructions.
   • Choose whether targeting should be Static (targeting applied at a specific time) or Dynamic (targeting determined in real time). For Static targeting, set whether to apply targeting when the offer is published (No) or on a specific date (Yes). If a date is selected, also choose the date. Finally, enter the percentage allocated to the control group (a group that doesn't receive the offer for comparison purposes), or leave it set to zero.

3. Select whether the offer will be available at All Locations or Specific Locations. If you select Specific Locations, build a query to specify the locations. See To set up a query above.

Metadata Section

The metadata section lets you specify additional identification information for the badge and set the priority.

To set the metadata for the badge:

1. Enter a Miscellaneous Data 1 ID if required. This is optional additional identification information meaningful to you.

2. Enter a Miscellaneous Data 2 ID if required. This is optional additional identification information meaningful to you.

3. Select a Miscellaneous Data 3 ID if you want the badge categorized using reporting identifiers for filtering and reporting purposes. This is optional. The available system reporting identifiers are:

   • General Spend Badges: For badges awarded based on the member's general spending.
   • Category Spend Badges: For badges awarded based on spending on a specific product category.
   • Behavior Badges: For badges awarded based on behaviors completed by the member.

   Clients can also set up their own reporting identifiers.

4. Enter a Sort Value between 1 and 9 to prioritize the badge among those presented to members. The number 1 represents the highest priority.

Badge Management Controls

Once you've entered all the settings for the badge, use the badge management controls on the bottom toolbar to save, preview, publish, or cancel the badge, and to enable, disable, duplicate, or delete it.

• To save a draft, click Save Draft. If there are errors, a message prompts you to fix them before saving again. A message confirms that the draft has been saved.
• To publish the final version, click Save and Publish, then Accept in the confirmation window. A message confirms that the badge has been published.
• To cancel and discard the badge, click Cancel, then Discard Changes in the confirmation box. Warning: Clicking Discard Changes permanently abandons the badge creation process and all entries, and returns you to the Search or Create page.
• To view a summary of the badge, click Preview. The preview includes the locale selector, badge images and identifiers, scheduling, copy and creative, required behavior and targeting details, and metadata.
• To disable a published and active badge, click More > Disable, then Accept.
• To enable a disabled badge, click More > Enable, then Accept.
• To duplicate a badge, click More > Duplicate, then Save and Continue. The duplicated badge opens in editing mode. Enter the badge ID before clicking Save Draft or Save and Publish.
• To delete a saved badge, click More > Delete, then Delete Badge. The badge is deleted and you are returned to the Search or Create page. A message confirms the deletion.

Duplicate or Delete Badges

Use the Actions dropdown in the last column to duplicate, view, or delete a badge.

Duplicate a badge

1. From the Actions dropdown for a badge, select Duplicate.
2. Confirm the correct badge name is entered, then click Save and Continue.
3. The copied badge opens for editing. Enter a badge ID (3 to 128 alphanumeric characters and underscores only).
4. Make any other required edits to the editable (not greyed out) fields.
5. Click Save Draft or Save and Publish. If publishing, click Accept to confirm. A message confirms completion of the operation.

View or edit a badge

1. Find the badge you want to view or edit in the list.
2. Select View from the Actions dropdown. If the badge is expired, you can view it but not edit it. The badge details open on the page.

Delete a badge

1. From the Actions dropdown for a badge, select Delete.
2. In the confirmation window, click Accept. The badge is deleted and you are returned to the Search and Create page. A message confirms the deletion.

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Badges that haven't been published (in Draft) can also be deleted.

Enable or disable a published badge

1. From the Actions dropdown for a badge, select Enable or Disable (the opposite of the current status).
2. In the confirmation window, click Accept. The market status of the badge changes to Enabled or Disabled. If disabled, the badge is no longer available for use.

Export Badge Views

The Export View button lets you export data and values for all badges currently shown on the Badges page.

The exported data includes the badge name and ID, business unit (if applicable), start and end dates, offer, transaction and activity data, badge and market status, product inclusions and global exclusions, user targeting information, copy and creative information, miscellaneous data, and reporting identifier.

To export data for existing badges in the current list:

1. Click Export View.
2. Click Open to open the file, or click Save As, select a target directory, and click Save to save the file in CSV format.